Pension and Finance Advisor (m/f/d) with Specialization in Investment Topics – General Agency Canton of Fribourg

Fribourg

Key information

Publication date:15 May 2025
Workload:100%
Place of work:Fribourg

Job summary

Join our dynamic team in the finance sector, offering personalized advice. Enjoy a supportive work environment and excellent growth opportunities.

Tasks

Maintain and enhance client relationships while acquiring new clients.
Provide comprehensive advice in financial planning and insurance.
Develop and sell tailored solutions for wealth creation and protection.

Skills

Completed training in investment topics; proven sales experience.
Strong sales and consulting skills with a goal-oriented approach.
Entrepreneurial spirit, resilience, and a sociable character.

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Your area of responsibility

Monitoring and maintaining relationships with existing clients - Acquiring new clients through systematic market prospecting
Providing comprehensive advice on pensions and finance
Developing and selling customized solutions in the areas of pensions and wealth accumulation
Representing our company in the sales sector
Referring business to our cooperation partners

Your strengths

Completed training/advanced training in investment topics
Proven sales experience in the insurance and finance sector
Professional experience in investment topics
Strong sales and advisory skills
High motivation, goal- and performance-oriented approach
Entrepreneurial spirit, resilience, sociable character

Company description

Thanks to personalized advice on pensions and finance, we support people in preparing their financial future at all stages of life and enable them to build their financial independence to live according to their own choices